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Realm Investment Management Limited

Restricted - Whole of Market  REALM Investment Management Limited, London, SW1V 1PX
First meeting at adviser's own cost
We help our clients achieve their financial goals and build a secure future for themselves and their families. In a recent independent survey 100% of our clients said they would recommend us to a friend or colleague looking for a similar service.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Eugene Lawlor
Chief Executive

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

What our clients say
Very straight talking, trustworthy individuals, clear advice and don’t over promise. Solid, well researched advice and always available to discuss. I have always been reassured by Realm’s attention to detail when managing my investments. For example, they identified that my previous investment provider had not acted properly or in my best interest. I was not aware of the problem. Realm fought on my behalf for close to 3 years, eventually taking the case to the Ombudsman who ruled in my favour which resulted in a significant compensation payment to me. To their credit Realm did not charge me for all the work they undertook. I am still really impressed by that.
Jon D - Company Director, Bristol
We have recommended Realm to several friends and family members as we think their services and abilities are so excellent. They have been outstanding in meeting our agreed objectives. There have been three major hiccups in the financial markets during our time as customers of Realm. On each occasion they have acted with speed, saved our investments and kept us fully informed. Continuous research by Realm has meant our investments have grown much better under their supervision than we would be able to achieve on our own - despite the temptation.
Richard R - Retired Accountant, East Sussex
My previous experience with investing had not been anywhere near as successful as with Realm. The personal touch with them has been second to none and makes me feel that I am very important to them. I hate anything to do with figures and get turned off whenever confronted with them. Realm has successfully held my hand, often helping me to understand by patiently talking me through what in the past has just been a blur of meaningless numbers.
Mike H - Retired Television Producer, East Sussex
It's difficult to fault Realm's service. As they are smaller and independently owned and controlled, unlike larger institutional investment managers, Realm can be flexible and tailor their services to meet my specific client needs. My investment objectives changed after I retired and my ability to grow my fund diminished. Realm re-evaluated my position and adjusted my risk profile accordingly. They also delivered a bespoke 25 year investment projection to give me peace of mind as to the sufficiency of my fund for the rest of my life.
Richard T - Retired Solicitor, Kent
Realm have made it their business to ensure they are up to date with my regularly changing financial objectives. I have always felt that Realm is completely lined up with me on defining what good looks like in terms of my investments.
Bob B - Retired CEO, Surrey
About us

We are a boutique investment management firm based in the City of London. We pride ourselves on our ability to offer a highly personal service to wealthy private clients in London and the South East of England. We are a Chartered Member of the Institute of Securities and Investments (CISI).

Our services

We actively manage a diversified range of investment portfolios through a process of active asset allocation and investment selection. Our portfolios are carefully constructed to meet each client's need to balance their investment risk with their optimal investment return.

Where to find us
Head office address: REALM Investment Management Limited, 84 Eccleston Square, London, SW1V 1PX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 13th September 2021

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